ORCA Life Becomes Remote and Ready with MindTickle

About ORCA Life

  • ORCA Life is a market leader in the final expense insurance industry.
  • The National Training Center is based in Louisville, Kentucky
  • The company takes responsibility for providing the best products, trustworthy service, and sincere care to its clients

Challenges

  • Agents were having difficulty retaining training in the field
  • The company had to switch quickly from face-to-face to a telesales model at the start of the COVID-19 pandemic

Solution

  • Reimagine their “Boots on the ground” training using MindTickle
  • Recruit agents and executives to record tips and tricks
  • Coach reps to perfect “Door approach” using MindTickle’s Missions

Impact

  • 35 “Power users”
  • Time savings for administrative staff and sales leaders
  • Training is easier to digest and access

Download Case Study